+137.1%
INFL vs VOO
+117.5%
+19.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | 0.0% |
| 7D | +0.6% | -0.4% | +1.0% | +0.9% |
| 30D | +4.9% | -1.4% | +6.3% | +5.9% |
| 3M | +10.5% | +3.7% | +6.8% | +7.4% |
| 6M | +4.1% | +13.0% | -9.0% | -5.2% |
| YTD | +24.9% | +12.4% | +12.4% | +14.2% |
| 1Y | +29.5% | +18.6% | +10.9% | +13.8% |
| 3Y | +85.6% | +78.1% | +7.6% | +19.4% |
| 5Y | +98.5% | +82.3% | +16.3% | +24.1% |
| All | +137.1% | +117.5% | +19.6% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling